The facility booking preferences define how certain elements of the facility booking module behave.
The Facility Booking Preferences are maintained here.
.A pop up window will appear which will allow the Facility Booking Preferences to be set.
Field Name | Description |
---|---|
Company name | Your company name. |
Address | Your company address. |
Postcode | Your company postcode. Available from 4.4.5 |
Country | Your companies Country - for more information see Countries. Available from 4.4.5 |
Create task on confirmation | Check the box if a Task is to be auto created on confirmation of a booking. Complete the drop down boxes to dictate the Contract, Category, Priority and Discipline to be allocated to the Task. |
Booking Prefix | Enter the prefix for all bookings. |
Default Cost Info |
Check the radio button to define what Cost Centres will be auto applied, the Contacts or Chair Persons. |
Event matrix | From the drop down select the Event Matrix to be used with facility bookings. - Event Matrix module only |
Booking Planner slot | Enter the minimum amount of minutes a booking can be made for within the Planner. |
Planner Refresh Freq | Enter how often the planner can be auto refreshed in seconds. |
Tax Rate | Enter the tax rate for all bookings. |
Location Display Format |
The information shown when looking at locations within a booking line can be altered using Location Display Format, from the drop downs select the location value and the corresponding number of charterers of the data to be shown. |
Increase QTY when same catering item added | Check the box to increase the quantity to supply of a catering item to the amount of times the item is assigned e.g. if the assign icon is clicked 3 times, the catering quantity to supply will be 3- leaving the box unchecked will add the catering item numerous times allowing for the same catering to be ordered to a booking numerous times throughout the day. |
Warn if date in the past | Check the box for a warning to appear against the booking if it has been made in the past. |
Populate catering QTY with attendees | Check the box for the catering quantities to supply, to auto populate with the number of attendees. |
Use new count for each prefix | Check the box for a new count to start if the booking prefix is changed. |
Use default catering | Check the box to any catering menus set as default to be auto assigned to all bookings. |
Use Chairperson | Check the box for the Chairpersons name to be shown in the planner instead of the contact details. |
Display "send booking invite" checkbox. Note: To use this feature workflow has to be configured to send the booking invites. | Check the box for an additional icon to be shown which if clicked would trigger booking invites to be sent. |
Allow multiple bookings on the same day. | Check the box to allow multiple rooms to be selected on a single day within the advanced room selector. |
Booking Cancellation Limit (Hours) | Enter the number of hours prior to a booking, that a Reach booker can cancel a booking from the Reach module. |
Default Advance Booking Limit | Enter the number of advanced bookings a Reach User can make. |
Populate catering QTY with attendees | Check the box for catering quantities to supply, to auto populate with the number of attendees when booked through the Reach module. |
Complete the fields and click Save and Close .
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